Job Details

Wealth Strategist, Vice President

Company name

Organization Type

In-House

Job Type

Attorney

Years of Experience

5-10 yrs required

Location

San Francisco, CA

Date Last Verified

Sep 12,2017

Posted on

Aug 09,2017
Practice Area
Finance >> Finance - Banking
Finance >> Finance - General
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Wealth Strategist, Vice President The candidate will be responsible for preparing comprehensive and modular wealth Major Responsibilities: Works with Senior Wealth Strategist I to: a) Organize and assess quantitative information and documents b) Identify and evaluate financial scenarios and alternatives c) Develop and present written recommendations d) Assist in the implementation and monitoring of strategies in conjunction with internal wealth specialists and external professionals. Prepares sophisticated financial modeling and develops innovative strategies in the areas of tax planning, equity risk management, investment planning, insurance planning, debt management, estate and charitable planning, business succession planning, and retirement planning. Tasks include the following: Participate in business development and client servicing calls with Senior Wealth Strategist II and internal relationship managers. Develop letters of engagements that define the scope, timeline, and deliverables of custom wealth plans. Liaison with HighMark Capital Management portfolio managers in developing and presenting detailed investment planning analysis. A Bachelors Degree in Finance or related field and CFP designation required. Graduate degree and/or law degree or other designations such as CFA, ChFC, or CLU preferred. 5 -10 years of sophisticated wealth planning experience required. Work experience with WealthTec, Naviplan or comparable planning programs required. Ability to perform under tight deadlines and deliver results required. Project management experience required. Must be detailed oriented with creative problem solving abilities, good interpersonal skills, and be a team player. High level of proficiency with MS Excel, Powerpoint, and Word required.

Additional info

Job ID: 10015646-WD

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Wealth Strategist, Vice President The candidate will be responsible for preparing comprehensive and modular wealth Major Responsibilities: Works with Senior Wealth Strategist I to: a) Organize and assess quantitative information...